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PENSERVCO Prosper 401K

The Small Business 401K

Hands on Service

Hands on Service

Hands on Service

Our experienced staff will be there to guide you though the setup and ongoing tasks to keep your plan in compliance. 

Cost Effective

Hands on Service

Hands on Service

Our 401k plans are discounted with setup fees from $500 

Tax Credits

Hands on Service

Tax Credits

Business tax credits up &15,000. consult your tax advisor.

Administrative Services

  • Oversee required notices too employees
  • Comply with all DOL and IRS regulations
  • Prepare 5500 to electronically file with IRS
  • And more

Fund Selection

  • Schwab
  • Vanguard
  • Fidelity
  • Black Rock 

  • I-Shares ETF's
  • American Funds
  • T- Row Price
  • Franklin Templeton

PLUS over 25 fund families including over 5000 fund choices

PLUS capabilities for individual real state, private stock, brokerage accounts

PLUS capabilities for individual real state, private stock, brokerage accounts

PLUS capabilities for individual real state, private stock, brokerage accounts

PLUS capabilities for individual real state, private stock, brokerage accounts

PLUS capabilities for individual real state, private stock, brokerage accounts

Record-keeping Partners

  • PCS Retirement
  • E-Plan
  • ASCENSUS
  • EMPOWER
  • John Hancock
  • Principal Financial
  • VOYA
  • Lincoln Financial
  • Nationwide
  • Trans America
  • American Fund

Plan Design

  • Eligibility: Employees aged 18 become eligible after 90 days of service.
  • Company Contributions: 1 year of service required to receive company contributions.
  • Contribution Options: Roth and pre-tax salary deferrals.
  • Additional Features: Plan includes options for Profit Sharing and Rollovers.

  • Vesting: Non-safe harbor contributions subject to a 6-year vesting schedule.
  • Financial Assistance: Loans and Hardship distributions available.
  • Inclusion: All employees employed at plan establishment join regardless of service.

Our Partners

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